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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $546,177 | $165,361+230.3% | $149,715+264.8% | $158,950+243.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -0.24% | 348.24%-348.5pp | 276.66%-276.9pp | 302.91%-303.2pp |
| Employer contribution / active EE | $23,755 | $5,103+365.5% | $4,645+411.4% | $4,762+398.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $464,814 | $10,808+4200.6% | $9,310+4892.8% | $11,248+4032.3% |